Business Retirement Plans

Providing an employer-sponsored retirement plan for your employees can be a valuable asset for a small business. Nelson Securities can help identify the retirement plan that best fits your small business. Whether you are a sole-proprietor or a corporation with 100+ employees, our value-added service, which includes a Free Investment Newsletter and allocation services, combined with consultants from leading mutual fund companies and plan providers can solve your retirement plan needs.

Why does your small business need a retirement plan?

A tax deduction is generally available to businesses who contribute to a retirement plan

By establishing a retirement plan that allows pre-tax salary reduction contributions, those employees who participate will reduce their current taxable income

Contributions to a retirement plan and earnings can accumulate tax-deferred

By providing a retirement plan, you will be able to attract and retain valuable employees

Additional Tax Incentives

Currently, small business owners who establish a new eligible employer retirement plan may receive tax credits up to 50% of the qualified plan start-up cost for a period of up to three years. Tax credits are capped at $500 for each of the three tax years. For more information about this type of tax credit and whether it applies to your situation, please consult your qualified tax advisor.

If you are interested in being contacted by Nelson Securities, Inc. regarding Business Retirement Plans, please contact one of our Registered Representatives at 1-800-345-7593, Email Us or Ask a Question. Please specify Business Retirement Plans.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

The opinions expressed and material provided by FMG Suite are for general information, and should not be considered a solicitation for the purchase or sale of any security, for which Nelson Securities, Inc. may or may not be licensed.

Nelson Securities, Inc. is a Registered Investment Advisor and Broker/Dealer. NSI is licensed in most states for the investment and insurance services listed below.

Investment Advisor

Broker/Dealer

Fixed, Indexed and Variable Annuities * *Not all products offered are available for all states in which we are licensed.